Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts.
Responsibilities include, but are not limited to:
- Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
- Meets customers' daily requests including policy changes, certificates of insurance, provides answers to customer questions.
- Monitors policy expiration list to be certain that expiring policies are renewed.
- Monitors accounts receivable balances on assigned accounts.
- Provides administrative support to producers including preparing insurance applications.
- Cross-sell insurance and bank services in a professional manner.
- Complete required training associated with job function.
- Performs other duties as required.
Qualifications
Education:
- High school diploma or GED.
- Some college preferred, but not required.
Experience:
- Prior insurance experience is preferred.
- Prior experience with Excel, Word and related software is required.
Skills:
- Thorough knowledge of insurance products and coverages.
- High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
- Ability to empathize with customers and to respond appropriately.
- May be required to work earlier or later than the normal workday.
- Must maintain an Insurance Producers license and a valid driver's license.
- May require work outside the office, extended hours or customer visits.
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Visit ourTotal Rewardspage to see our full list of benefits.
HP123
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First Mid Bank & Trust
paid time off, tuition reimbursement, 401(k)
Mar 14, 2025